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JOLIEMACHINE · ODOO × CLAUDE TRAINING

Your Odoo ERP, driven by conversation.

Training for executives, CIOs, department heads, and daily users. Talk to Odoo in plain English via Claude — and connect it to any API or webhook service with routines.

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● COMPATIBLE WITH ODOO 17 · 18 · 19 · OCA · MCP 2025-26 · CLAUDE SONNET & OPUS

● TRAINING CATALOG

A path tailored to each role

From the executive to the daily user

LEVEL 4 · GLOBAL SUPERVISION

Executives & decision-makers
2 × ½ day

Strategic vision + oversight of IT/department/field processes. Conversational dashboards, alerting, "what-if" scenarios.

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LEVEL 3 · INTEGRATION

CIOs & IT leads
3 days

MCP deployment, routines, governance, security, monitoring. Visibility across all levels (department + user) for supervision.

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LEVEL 2 · DEPARTMENT STEERING

Department heads (CRM, Sales, Ops…)
2 days

Build routines on their module, steer teams, operational indicators. User-level visibility for coaching.

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LEVEL 1 · DAILY USE ★

Users · assistant-daily
1 day

The assistant-daily: morning check routines, suggested tasks, follow-up replies. Odoo becomes a colleague who knows the file.

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● ROUTINE IN ACTION

A lead lands in CRM.
Your routine does the rest.

Company enrichment via external API, scoring, assignment to the sales rep, welcome email, follow-up task. All that without opening Odoo, and it's reproducible on Sales, Stock, Invoicing, any module.

See all routines → 
┌─ NEW LEAD · CRM
│ ACME Corp · contact@acme.fr
├─ Enrichment (Clearbit API)
│ 250 emp · SaaS B2B · Paris
├─ Scoring → 82/100
├─ Assigned → Sophie (EMEA)
├─ Welcome email (EN) ✓
└─ Task: follow-up at D+2

→ 4.2 sec · 0 clicks

● BUSINESS SKILLS · CONTINUOUS LEARNING

Your company keeps its identity.
The assistant learns yours.

No imposed standardization. Each Odoo user passes their business skills to the assistant — vocabulary, decision rules, tricks of the trade. Your know-how stays with you, and becomes actionable.

👩‍💼
Sophie · EMEA Sales

CRM · Sales

SKILLS LEARNED

  • In-house qualification scripts (revised BANT)
  • Discount grid by segment & volume
  • "Sophie-style" follow-up sequence
  • Escalation rules on key accounts
👨‍🔧
Marc · Order admin / Support

Helpdesk · Stock · Invoicing

SKILLS LEARNED

  • Priority customers & promised lead times
  • Support diagnostic tree (5 levels)
  • Replacement vs repair rules
  • Customer reply tone (formal/casual)
👩‍💻
Léa · Accounting

Accounting · Analytic

SKILLS LEARNED

  • In-house analytic chart (projects × channels)
  • Recurring vendors & short codes
  • Auto-reconciliation rules
  • Bank reconciliation tolerances
👨‍💼
Julien · CEO

Global view · Supervision

SKILLS LEARNED

  • Cash, margin, run-rate alert thresholds
  • Weekly rituals (ExCo, pipeline review)

Inherits Sophie's, Marc's, Léa's skills

  • Standard board questions & formats
🔒
Your know-how stays in-house

Skills are versioned, auditable, exportable. When a team member leaves, their know-how doesn't disappear. When a new one arrives, they start with the skills of their role. No cloud standardization, no leak to a third-party model.

● THEY TOOK THE STEP

"Our sales reps don't click in Odoo anymore. They ask, it's done. We gained 1 hour per day per person."

Testimonial · UNDER CONSTRUCT

Ready to transform your Odoo?

15-minute demo · Training quote within 48h

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